Description

Position Overview:

The Director of Gift Planning works closely with the entire Philanthropic Services team 
and internal partners to cultivate and support the charitable giving of new and current 
fundholders, specializing in complex or planned gifts. This position manages Foundation
relationships with professional advisors and provides services to their clients. Working 
with professional advisors including attorneys, CPAs, financial advisors, and trust officers, 
the Director supports referred donors in accomplishing their philanthropic objectives. 
The Director also works closely with endowed non-profit partners to increase and 
manage complex or planned gifts.

Supervisor Responsibilities

• Responsible for hiring and conducting performance evaluations.
• Hold Team members accountable through developing and coaching as needed in 
  accordance with company policies.

Principal Duties and Responsibilities: 
 
 Professional Advisor Engagement & Donor Services

• Builds and nurtures strong relationships with financial, legal, and tax advisors to 
  increase services offered through OCCF to assist their clients’ gifting.
• Provides excellent customer service and stewardship to planned gift donors.
  From inquiry through completed gift, manages all complex or planned gifts for 
   new and current donors, including partnering with advisors, where involved.
• Ability to establish effective relationships with prospective donors, current donors, 
  professional advisors, board members and OCCF team members.
  Ability to work independently and develop new business opportunities. 

Strategy & Growth

• Operationalizes short and long-term planned giving goals and strategies to 
  enhance existing relationships and increase the number of donors we serve.
• Grows prospect pool by building upon existing relationships.
• Maintains awareness of community and national issues related to philanthropy, 
  estate planning and charitable giving to inform foundation operations and service 
  offerings.
• Works closely with OCCF’s communications team to develop and implement 
  marketing strategies for planned and complex gifts. 

Compliance & Collaboration 

• Coordinates educational opportunities with professional advisor groups. Apply
  understanding of state and federal regulations related to charitable giving to 
  ensure legal and financial compliance.
• Demonstrates exceptional interpersonal and networking skills, with the ability to 
  build rapport quickly and represent the organization effectively in group and social 
  settings.
• Actively contributes to the Foundation’s mission, supports the organization’s 
  culture, and values all other team members.
• Works collaboratively with team members to brainstorm ideas, solve problems, 
  and implement meaningful solutions.
  Ability to embrace change positively, contributing to a resilient and agile team 
  culture.
• Ability to maintain confidentiality, exercise good judgment, and maintain 
  professionalism within a dynamic environment.

Core Competencies

• Contributes to the management team, embraces operational changes with a 
  positive approach, actively contributes to our cultural initiatives, and supports the 
  development of a resilient and agile team.
• Strong team builder, able to attract, develop and retain talented team members 
  and unite the team in reaching Foundation objectives.
• Through open communication and active listening, contributes to an 
  organizational culture where every team member feels valued and supported.
• Understands trends in the philanthropic field and works with internal partners to 
  select and apply practices that advance the Foundation’s mission.

 
Qualifications & Skills:

• Bachelor’s degree.
• Minimum of 5 years’ experience in planned giving, trust services, wealth 
  management, collaborating with professional advisors, and working with 
  financially sophisticated donors and/or high-net worth individuals required, 8-10 
  years preferred.
• Knowledge of deferred giving related to charitable giving and tax laws that impact 
  charitable giving, personal assets, and estates.
• Excellent interpersonal, written, and oral communication skills.
• Excellent organizational and time management skills with attention to detail.
• Excellent public speaking/presentation skills.
• Ability to establish effective relationships with prospective donors, current donors, 
  professional advisors, board members and OCCF team members.
• Ability to exercise sound judgment and discretion in working with sensitive and 
  confidential information and with diverse donor and prospect populations.
• Ability to work independently and develop new business opportunities.

 
Working Conditions & Physical Demands:

• Prolonged periods of sitting at a desk.
• The ability to lift objects of 25 lbs.
• Extended periods of working with a computer, requiring the ability to focus on 
  tasks and navigate software interfaces.
• Requires fine motor skills, including using touch, pinch, or prick, primarily with 
  fingers. This involves precision and dexterity for tasks such as typing, clicking, and manipulating small objects.
• Strong visual acuity is essential for reading information on a computer screen and 
  discerning details.
• The work environment is an office setting with minimal noise.
• Moderate travel in the metro and surrounding area.
   
   
   
  *This position is a safety-sensitive position based on the frequent operation of a motor vehicle*